FINACCESS VALUE

AGENCIA DE VALORES

About
Finaccess
Value Agencia de Valores

We are a Spanish investment services company registered before the National Stock Market Commission (Comisión Nacional del Mercado de Valores, CNMV) since February 2021.

We are currently authorized to provide investment advisory services, portfolio management, and receiving and transmitting client purchase orders, as well as auxiliary services for both professional and retail clients.

At Finaccess Value we help our clients establish and achieve their goals by serving as their guide in investment management, offering the best products and services tailored to their knowledge and experience, financial needs, wealth, and risk profile. To this end, we offer:

Comprehensive advice with customized solutions
Asset management with a wide range of institutional vehicles
Access to differentiated asset classes
Client accompaniment throughout their financial cycle
Experience in international markets with a global vision and a local approach

Investment Advisory Services

At Finaccess Value we offer our clients investment advisory services in the form of recommendations that are tailored to their needs, responding to their requests or as a Finaccess Value initiative, regarding one or several operations related to financial instruments. Among other aspects, these services include:

Definition of the customized investment policy, risk tolerance, and profitability objectives
Global strategic asset allocation
Implementation plan and monitoring throughout the process
Open architecture, with the financial products that best suit a client's needs, risk profile, and time horizon, as well as their sustainability-related preferences
Risk management
Continuous investment oversight

Client Receipt and Transmission of Investment Orders

We also offer a service for receiving client orders related to several financial products, including stocks, investment funds, and pension plans, and we transmit them to an intermediary who then executes them in the market.

Portfolio management service

We also provide solutions tailored to our client’s needs through portfolio management services, through which our clients grant Finaccess Value a mandate to manage their financial instruments and cash that are part of said managed portfolio, as well as their yield. This can be summarized in four steps:

Establishing goals. We focus on our client’s needs, objectives, investment time horizon, sand sustainability-related preferences, and, in addition, we analyze and assess the risks.
Allocating assets. We determine the asset mix, allocate a risk budget, and establish the strategic positioning of the portfolio.
Constructing the portfolio. We determine the tactical positioning of the portfolio and select those financial assets that are best suited to the client's needs, risk profile, and time horizon.
Monitoring performance and risk management. We continuously supervise and monitor performance, risk, and compliance with the indications given to us by our clients.

"Someone is sitting in the shade today because someone planted a tree a long time ago".

Warren Buffett